Expertise
- Independant Financial Advice
- cashflow modelling
- Retirement & Pension Planning
- Investment Planning
- Wealth Accumulation
- Pension Advice
- Tax Efficient Investments
- Holistic Financial Planning
- Chartered Financial Planner
- High net worth individuals
- Portfolio Management
Experience
-
Partners Wealth Management
Chartered Financial Planner
- Current
Qualifications
- CII Level 6 Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning - DipPFS
- Certificate in Discretionary Investment Management - CertPFS (DM)
- Certificate in Securities Advice and Dealing - CertPFS (Securities)
- Certificate in Advance Mortgage Advice - Cert SMP
- Certificate in Mortgage Advice and Equity Release - Certs CII (MP & ER)